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USER ADMINISTRATION

Chapter 4. CUSTOMER SUPERUSER

   

 


Viewing the User Account List

The User Account List shows all current authenticated users for your RESEARCHit or SHAREit system, in alphabetic order by Name (last name first), and includes the User Name, the Library ID under which the user is registered, the user’s full Name and User Type (user group assignments) and the Address and Phone number for each user. Disabled users are indicated by an asterisk “*” following the User Name. From the User Account list, you may choose to edit the record for a current authenticated user (see Editing User Records for details) or delete an authenticated user from your library’s database (see Deleting Users for details).

To view the User Account list:

  1. From the User Admin menu, select Global Edit User Accounts.
    • The Global Edit User Account Search Screen displays.

Global Edit User Account Search Screen

Global Edit User Account Search Screen

  1. Enter the desired search criteria:
    • To limit the list to only those users associated with a specific user group, select the desired user group from the User’s Type menu, then click the Search button.
      • Select All to display users for all user groups.
      • Select Patron or the desired staff mode (PAC Admin, ILL Admin, etc.) to display users for the associated mode.
    • To locate a specific user by barcode or name, enter the user’s barcode or last name in the User Barcode or Last Name text box. To view a list of all users associated with the currently specified User’s Type, leave the User Barcode or Last Name text box blank.

      NOTE: When searching by a user’s name, you may enter a complete or partial last name.

    • To search other fields of the user records, enter the desired search term in the And text box, and select the desired search index (City, Email Address, etc.) from the in menu.
  2. Click the Submit button to submit your search of the user database.
    • The screen refreshes to display the User Account List. The User Account List shows a listing of all users that match your search criteria.

User Account List

User Account List